CM
CM

Cynthia Mchenry

30 Years of Experience
Salt Lake City, UT
Broker

Cynthia Mchenry is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5201 Amelia Earhart Dr 2nd & 3rd Fls, [Wt & Cst], Salt Lake City, UT, 84116

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2013 - Present · 12 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2013 - Present · 12 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2011 - Present · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 4 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Investments, LLC
June 2004 - January 2011 · 6 yrs 7 mos
Wells Fargo Investments, LLCBroker
February 2004 - January 2011 · 6 yrs 11 mos
Fidelity Brokerage Services LLCBroker
December 1993 - October 2002 · 8 yrs 10 mos
State Registrations3 states
ARMAUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cynthia Mchenry - Financial Advisor | TrueAdvisor